Other
2022 plan-year Other DOL Form 5500

Local 177 Union Pension Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Dept Store Drivers Warehousemen Helpers Local 177 Union · New Jersey · Transportation & Warehousing

What the 2023 filing shows

Local 177 Union Pension Plan holds $12M for 16 participants — about $728,863 per participant, down 23.6% over the 2022 plan year.

$12M
total plan assets (2022 EOY)
16
covered participants
$728,863
avg assets per participant
-23.6%
assets change YoY

The plan reported a net loss of $4M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$12M
Participants
16
State
Industry
Transportation & Warehousing

What the Filing Says About Local 177 Union Pension Plan

Local 177 Union Pension Plan is a Other retirement plan sponsored by Dept Store Drivers Warehousemen Helpers Local 177 Union, headquartered in New Jersey. As of the 2022 Form 5500 filing, the plan reports $12M in total end-of-year assets and covers 16 participants across the Transportation & Warehousing industry. The sponsor's EIN on file with the U.S. Department of Labor is 510141542, and the plan has been effective since 1972-07-02. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $15M at the beginning of 2022 to $12M at year-end — a decline of 23.6%. Net assets (after liabilities) closed the year at $12M, with reported net income of $-3,592,760 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$15M
Total Assets (End of Year)$12M
Net Assets (End of Year)$12M
Net Income$-3,592,760
Plan TypeOther
Employer EIN510141542
Plan Effective Date1972-07-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Dept Store Drivers Warehousemen Helpers Local 177 Union)

Year Plans Participants Total Assets
2022 1 16 $12M
2023 1 16 $13M
2024 1 17 $15M

Nearby Other Plans in New Jersey

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Local 177 Union Pension Plan?
As of the 2022 Form 5500 filing, Local 177 Union Pension Plan holds $12M in total assets with 16 participants. It is sponsored by Dept Store Drivers Warehousemen Helpers Local 177 Union.
What type of plan is Local 177 Union Pension Plan?
Local 177 Union Pension Plan is a Other plan. It has been effective since 1972-07-02. The plan is filed with the U.S. Department of Labor under EIN 510141542.
Who sponsors the Local 177 Union Pension Plan?
Local 177 Union Pension Plan is sponsored by Dept Store Drivers Warehousemen Helpers Local 177 Union, located in New Jersey. The sponsor's EIN is 510141542 and the plan operates in the Transportation & Warehousing industry.
How did Local 177 Union Pension Plan perform in 2022?
Local 177 Union Pension Plan declined by 23.6% during 2022, moving from $15M to $12M in total assets. Net income was $-3,592,760.
Where can I find official filings for Local 177 Union Pension Plan?
Official Form 5500 filings for Local 177 Union Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 510141542 or plan name at efast.dol.gov.
How does Local 177 Union Pension Plan compare to other plans?
You can compare Local 177 Union Pension Plan against other Other plans on the plan type page, or view plans in New Jersey on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 510141542.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.